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A Private Equity Perspective on Budget Planning (886kb PDF) — For owners considering selling their company, fall is the perfect time to get key documents in order. Learn more about what private equity firms look for in budgets, the benefits of having one, and how to start the budgeting process. This issue also clears up common misconceptions about why private equity firms want to see budgets.

How A Recapitalization Can Help Boost The Business (751kb PDF) — A recapitalization can be a key part of the transition to the "next" chapter — for both a business and its owner. Yet many entrepreneurs don't fully understand this financing technique and how it could help them successfully grow their business, reduce personal risk, and ensure they don't get stuck holding the company when they can least afford to. Filled with relatable real-life examples, this educational piece covers 6 recap-worthy situations ... and highlights another 6 scenarios where this strategy should not be considered.